--- title: "Finance & Accounting Automation: Invoicing, Payments & Reconciliation | Softpers" description: "Automate invoicing, payment reminders, expense capture and bank reconciliation with AI. Works with QuickBooks, Xero and Zoho Books. Faster month-end close and fewer errors." url: "https://softpers.com/services/finance-accounting" --- Automations · Finance & Accounting # Books that balance themselves We automate the repetitive parts of finance: sending invoices, chasing payments, capturing receipts and matching bank transactions. Your numbers stay right and up to date. Book a free call See how it works - **Live in**: 1–4 weeks - **Starts from**: $3k - **Works with**: QuickBooks, Xero, Zoho What changes ## What changes when finance admin runs itself Today Invoices go out late, and so do payments. With automation Invoices go out on time and reminders chase late payers. Today Month-end means days of matching transactions. With automation Most transactions match themselves as they arrive. Today Receipts get lost in inboxes and pockets. With automation Receipts are captured, read and filed automatically. What we do ## Automation for the finance work nobody enjoys Your accountant stays in control. Automation does the repetitive work, and people review anything unusual. ### Invoicing Invoices created and sent automatically from your CRM, contracts or timesheets. ### Payment reminders Polite, timed reminders until invoices are paid, so no awkward chasing. ### Receipt and bill capture AI reads receipts and bills, then files them in your accounting tool. ### Bank reconciliation Transactions matched to invoices and bills, with exceptions flagged. ### Approvals Simple approval steps for bills and expenses, by email or Slack. ### Cash flow reports Up-to-date cash, receivables and spending reports every week. How it works ## From month-end stress to a smooth close 1. 1 ### Discovery call Show us your finance process and tools. Estimate within 24 hours. Free · 30 min 2. 2 ### Map & plan We map invoicing, payments and month-end, and agree the rules. 2–3 days 3. 3 ### Build We connect your tools and build each automation with checks. 1–3 weeks 4. 4 ### Parallel run Automations run alongside your team until the numbers match. About 1 week 5. 5 ### Warranty 30 days of fixes and tweaks after launch, included. 30 days We did it ourselves first ## We automated our own accounting and finance As part of cutting Softpers from 60 to 30 people, we automated our own invoicing, payment tracking and reporting. We bring that same tested setup to your business. **60 → 30** team size after automating Softpers Finance included **Every invoice** sent and chased automatically Nothing forgotten **People** review only the exceptions Always in control Your numbers ## How much time goes into finance admin? Add up invoicing, chasing payments and matching transactions. Move the sliders. **520** hours a year spent on finance admin **$18,200** what that admin costs each year Faster invoicing also means you get paid sooner. We'll estimate that on your call. ### What you get - Automated invoicing and reminders - AI receipt and bill capture - Bank reconciliation with exception alerts - Approval workflows with full history - Weekly cash flow reports - 30-day warranty and full ownership Tools we connect ## Works with your accounting tools We connect your accounting software to your bank, payment tools and CRM. QuickBooks Xero Zoho Books Stripe PayPal Google Sheets n8n Zapier Who it's for ## Businesses tired of finance busywork Owners, finance managers and bookkeepers who want time back every month. Small businesses Agencies Professional services E-commerce Accounting firms SaaS FAQ ## Finance and accounting automation questions, answered **What finance work can be automated?** Invoicing, payment reminders, receipt and bill capture, bank reconciliation, approvals and regular reports are the most common wins. **Does this replace our accountant?** No. It removes the repetitive work so your accountant can focus on advice and the exceptions that need a human. **Which accounting tools do you support?** QuickBooks, Xero and Zoho Books are the most common, plus Stripe, PayPal and most banks with data feeds. **How much does it cost?** Automation projects start from $3k and usually take 1–4 weeks. You get a fixed-price estimate within 24 hours of your discovery call. **How do we know the numbers are right?** We run automations alongside your current process until the numbers match, and anything unusual is flagged for a person to review. **Is our data safe?** Yes. We sign an NDA, and a DPA where needed. Automations run in your own accounts, and your data is never used to train AI models. By industry ## Industries we build this for Guides and real numbers from finance & accounting work in businesses like yours. [See every industry](https://softpers.com/blog/industries) Industry **Accounting and finance operations** CPA firms, tax preparers and in-house finance teams *Guides coming soon* Keep exploring ## More automations for your back office [Automations **Reports & Dashboards** Your numbers, delivered automatically every week. *Explore Reports & Dashboards →*](https://softpers.com/services/reports-dashboards) [Automations **Hiring & HR** Screen candidates and onboard new hires on autopilot. *Explore Hiring & HR →*](https://softpers.com/services/hiring-hr) [Automations **Workflow Automation** Connect all your tools so routine work runs itself. *Explore Workflow Automation →*](https://softpers.com/services/workflow-automation) ## Ready for a calmer month-end? Book a free 30-minute call. We'll look at your finance process and show you what can run on its own. Book a free call or send us a message